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in what we think is going to be an okay earnings environment, but a challenging revenue environment. not every balance sheet is going to execute equally in this environment. you've got some opportunities for -- >> what it means is the fed is going to stay the course on quantitative easing, basically. >> i think that is very clear. >> greg, tell us about this new study you're out with today. >> we found three in four americans say they are not more inclined to invest in the stock market now given the fact that interest rates are at record lows and the stock market's recently hit highs. that's the same as we found a year ago. now, a year ago, you know, in the past year interest rates have come down further. the market's gone up more. yet people are not swaying. >> what's their big fear? that they've missed it already? they're afraid it's too high? they're going to pick moment? is there too many risk? what's the big fear? >> some of each. quite frankly the memories of 2008 are very fresh. a lot of people, 2008 wasn't the first time they'd been burned. they got burned in the tech bust.
the chief of production goals from unconventional shell plays, i think the environment going forward has never looked brighter for u.s. infrastructure. >> i think et was yesterday someone said nat gas is the new safe haven, suddenly this is start to go look a little more price afforded. any view on that? >> i think that dmodty prices, a broader view, i think that peak energy, we believe in just the opposite at yorkville. we think energy prices will probably be the growth driver of the global economy. it has a lot of implications. it's very good for the u.s. and our consumers. it's very good for china. >> you say peak energy in terms of we're going to see declines -- >> i think we're going to see stability. the new energy supplies coming online are more expensive to extract from the ground, so you're not going to get back to $20 a barrel oil in our lifetime. but this $80 to $11 is 00, peaking at $120 dropping to $60 is probably a new range in the u.s. i see natural gas, it's at 350 right now, roughly, $4 to $6 range, $16 in japan, mid teen prices in germany. that's giving us a competitive
in the after-hours, if people are short-covering they're doing it obviously in a more difficult environment. david: who would have guessed it was in double digits less than a year ago it is trading over 200. it hasn't traded over 200 a share since september 14th, 2011. this is long way coming. liz: long way to go. david: have you been to the airport recently? you go to the airport all the time. you go home to the airport to get back to new jersey. airport delays as faa furloughs begin to kick in. liz: rich edson at the airport. what are you hearing overall about the situation, rich? overall we got hundreds of delays yesterday. airline association says we could see up to a few thousand delays because of this when you look at this, go around the country, there are delays in charlotte, there are delays elsewhere. faa is saying there are delays basically close to coast. as far as specifics are concerned they could not provide us with any ties of numbers. that has a number about folks, especially republicans in congress say this is entirely structured by the faa to inflict what they say is maxim
are in a no growth environment. they are getting in the way of growth. the news in europe is extremely bad and going to get worse. their economy looks just absolutely horrible. stuart: they give very much, indeed. a very clean cut opinion. we appreciate that. thank you very much. the opening bell coming up 20 seconds from now. maybe a gain of ten-15 points. please remember we were down 138 points yesterday. 352,000 new claims for unemployment insurance. that was last week. that is a relative high number. nothing like what you expected. firing trend, the layoff trend still very much with us. we opened 11 points higher. now, we are up 23. let's get right to it. apple. where did it open today? nicole petallides. nicole: at least they have an up arrow today. we have to keep a close eye on apple. people who own apple not only is they are hot on technology, but if they are on the s&p 500. stuart: down 25% so far this year. down about 50% from september, october of last year. we get the earnings next week. a big buildup for that. tuesday of next week, i believe. the opening quote for apple had a fault righ
back to what is a normalized environment. what does that even mean? i can't value it. i don't know how to value. >> i think it's interesting, the mainstream press. the front page of the washington post is the spring swoon and how we cannot seem to escape this economic decline and we've seen the past couple of springs and the front page of the journal is walmart and kohl's taking more time to pay their supplier, a trend they say is getting worse. those are not marginal positives, jim. i look at bank of america. i look at j.p. morgan and i say i'll pay 83.5 for 50,000 j & j. the trade is i don't want to mess with the stuff. proctor, look, he's making the quarter. he's going to make the quarter. >> raw costs coming down and coca-cola, by the way. raw costs are coming down, but they will come down. another one that is just where people are hiding. david, it's hide and don't seek. >> it is, but to carl's point, we've come out of the last few years and animal spirits start to feel strong. >> right. underlying economic growth is strong and everyone is revising up their gdp numbers up to three
our green is universal with green beer. we mean beer production that goes easy on the environment. it's an interesting story and iex breaking right here squawk this morning. miller coor's is reporting that its famous golden colorado brewery, the largest single site brewery on the planet is now weeks away from becoming a zero waste site. what does that moon exactly? more than 99% of brewery waste, glass, plastic, even spent grain gets reused or recycled. interesting story behind this initiative, the idea came from a long time employee, a shop floor technician there with the initial plan to get the company's major breweries to zero waste. for much more on earth week and this story and others, check out green.cnbc.com. kind of an interesting feel good -- and it has to do with beer and drinking. >> i didn't know this. jane wells and tom rotuna on the on assignment desk are doing this whole thing called brew and chew. >> i read about this, too. it's going the be online. >> on cnbc.com. it's all about beer news, food news. jane wells, i saw her in california two weeks ago. she said she prom
and the potential for further government spending cuts and the regulatory environment. >>> and listen up, everybody.it looks like fed chairman ben bernanke, he's going to to the annual jackson hole symposium this week. it may not sound like a big deal, but this is the first time he's marked that event since 2006. reuters quote the spokes woman who says bernanke is not planning on attending because of a personal scheduling conarthritic. they've used this forum to try ask preview important fed actions. just about every big move they've made along the way he has made public at jackson hole. people have been wondering if he was going to talk about a potential successor this time around. >> can i give you a conspiracy theory? if this is -- this is like your place. if you run the fed, you go to this thing, right? and if this was going to be the last time you could go as the fed chairman, if you thought that he was going to be stepping down next fall or next spring, rather, you probably would find a way to show up. >> actually, i look ate more as him having not made up his mind yet. if you haven't decide
advertisers into an environment with twitter to really understand the social tv space. melissa: what does that mean in english for people that do not understand advertising? >> went to third audience are sitting next to their smart phone and tablet and watching tv. there are conversations happening. their customers include coca-cola, procter and gamble, all of the big names that are out there. they will be able to go on twitter and mine what consumers are talking about. what shows they are watching. it seems like you can collect data. it is endless. >> absolutely. how do we mind these opportunities whether it is direct to understand the conversation. we can make sure that our brands are more fully embedded and engaging. melissa: i am an avid twitter user. it is easy, clean, straightforward. there is not a lot of clutter. what is an add on twitter going to look like and will it ruin the experience? >> i think it will look very different tomorrow than it does today. you want to create advertising that is even more relevant. you wanted to be more engaging. melissa: it is not the difference b
there is almost a divorce on how earnings and economies grow. connell: how does that environment sustain itself? >> is it sustainable in the long run, no. that means over a ten year cycle. i am focused over the next year or two years. earnings can continue to grow because we see 20% of s&p 500 companies hoarding. only 45% have beat revenues. i think that we could be in a period of time where we have a divergence in the markets between those that are doing really well and those that are not doing really well at all. you could get a lot of disparities. connell: brian jacobson, wells fargo, thank you very much. appreciate it. >> thank you. dagen: rilling knowing about it through minor. connell: at&t versus google. we will tell you why. we will keep an eye on the market. a big day today. oil is down. we will be back with much more on market now. ♪ ♪ ♪ [ male announcer ] help brazil reduce its ovell reliance on foreign imports with the launch of the country's largest petrochemical operation. ♪ when emerson takes up the challenge, "it's never been done before" simply bemes consider it solved.
money printing. in those environments, gold does very well. you have the goldman sachs downgrade. you have people picking sides. then you have the slowing chinese debt. i think that really hits the market all at once. that led to margins being that and they continue to tumble downwards. dagen: talk about the difference you are seeing in behavior. are you seeing any selling among those physical gold owners? >> not as dramatic of a difference. we are a precious metals platform. on friday and monday, we had four to five times as many body and sell orders. we have done our own research. i think that plays into my point. it is somewhat reminiscent to what happened to apple. in the paper market, you have a dramatic selloff. in the physical market, the demand is very, very strong. connell: let's follow up on that. let's talk about apple. the big game for the dollar versus the euro. is that part of the case you make for gold? >> i think part of the reason is for safety. in times like this, i think now is a fantastic entry point. it is certainly better than two weeks ago. it is uncorrelated. t
the internet, either at home or at the office or in the retail environment. so we're orienting everything we're doing at ebay, ebay, inc., to help consumers have a seamless shopping experience. >> john, last question i have, if there's one danger that i see particularly for paypal, it is scrappy competitors coming up, what you talked about last time you and i talked, braintree, et cetera, that have gotten some of the hot mobile retail start-ups under their wing. what's the major ting that ebay has to do to get the next fab, the next uber, for instance, under the paypal wing? >> well, there's going to be a lot of innovation in mobile payments and in this whole space because there's so much change. weened that. we actually respect and like that. we made several acquisitions. but we're innovating aggressively as well. we just launched our new mobile software library at south by southwest and actually companies like uber, companies like fab are using paypal and integrating paypal because paypal brings 120 million active consumers. paypal brings a network of capability that is strong. and so ther
environment. so we think they have got a number of positive stimuli going forward. probably a cheap as pe that emc has had for several years. lori: gene, make us some money here if you would. really interesting defensive stocks really led this rally. what do you think if we're coming down now? >> well, you know, leadership has been in a lot of different areas, and not just year-to-date but over the last year-and-a-half. david: forgive me, guys, i have got to break in here. we have american express express earnings. dennis, what are the numbers? >> yes the numbers beat the street on earnings but fall below revenue. street wanted 8.03 billion. earnings per share, american express, 1.15 a share. street was thinking $1.12. that is a beat. quarterlyly dividend for amex raised 15%. the company will spend $3.2 billion extra this year on stock buybacks before year-end and another one billion dollars in the first quarter of 2014. stock buybacks support a stock price. can't tell, looks like amex might head down. wall street hate as miss even though earnings beat. lori: todd horowitz, earnings seaso
with our reduced output so the faith is still there, that it's well run in a bad macro economic environment which comes back to mcdonald's which you have a note out today from sus can dehanna which says it is executing across the world and it is stable in its market share or gaining and it is against it. that seems to be the major theme. >> another theme that's sort of emerged in these big companies, citigroup, as well is the strength of the latin american consumer and the latin american corporation. caterpillar noting that lshg, even though china continues to be weak and there seems to be a shift from asia pacific to latin america coming from these multinationals. >> resuming the buyback does not hurt by the end of the year. it had approved for a while in '07. >> and that might be taking some of the sting out of this today. >> when we come back, yet another price target cut for apple ahead of its earnings and this time from bmo. colin gilles over at bgc is upgrading the stock this morning. which one is right? we'll hear from both analysts this morning. the dow coming off its worst week sin
as the competitive environment, do any of these other competitive services end up adding up to anything? i think so far the answer is clearly no. we're not seeing much from amazon prime or hulu or some of the other services to really grab share from netflix. >> yeah? all right. we will leave it there. thanks, everybody. appreciate your time tonight. see you soon. >> thank you. >> thanks. >> thank you so much. >>> shares of johnson & johnson meanwhile hitting an all-time high today. ceo alex gorsky is up next in an interview you'll only see here. the company's first quarter sales were $17.5 billion. we'll find out what he's got planned for the second quarter right after this break. stay with us. >>> >>> welcome back. johnson & johnson shares at an all-time high. 84.83 tl$84.83 a share. the company enjoyed a major boost after the potential type 2 diabetes drug was granted fda approval. let's check in on j & j. has the brand fully recovered from product recalls? ceo alex gorsky. >> great to see you almost a year later. >> a year later. when you first started, we talked a bit. let me go back to when we
is looking for right now. remember, the stocks that are consistently working this environment belong to companies that benefit from moderating commodity costs and can continue to raise or at least maintain prices on their customers. meanwhile, the company is doing very well. kimberly-clark just reported on friday and delivered a 3 cent earnings beat on $1.33 basis courtesy of solid organic sales, terrific growth and improving margins. plus the company also raises guidance for the full year and on top of that, kimberly-clark pays a healthy dividend which yields, and they have been a serial increase. can this stock keep outperforming like it's been doing despite the fact that many analysts don't think it can? let's talk to tom faulk chairman and ceo to hear more about the quarter and what comes next. mr. faulk, welcome to "mad money." >> boo-yah, jim. how is it going? >> going really well. thank you, tom. great to have you on the show. >> jim, let me tell you. your set has never looked better. you've got the finest products in the world there. and we hope you love the "mad money" kleen
're going to slow down the purchases but you're still easy. and that environment has a long tail to it, which should produce cash flow in the u.s. economy, 5% or better. >> so why isn't the public playing this market? why are they not in this market? >> the most recent memory in all of their heads, every single macro event risk they've all seen, whether it's the situation in europe or closer to home, the financial crisis, and that's going to last for quite a long period of time, especially since the household itself, the liability shelf, is still there and it's still in repair. >> and if anything that prolongs that rally, right? >> no question about it. that's the misguided notion out there, which is, you want to not all rush in there at once, but the reality is, no, that's where you get multiples go up to 18, 19 times and get the boom bust. the first move is cash to equities, not fixed income to equities. that second move is fixed income flows to equities, when the economy really gets above 3%. >> what are you going to buy here? >> well, we like almost everything in equities. our favo
. private equity is certainly doing well in this environment. i'm, i guess, a little surprised that we haven't seen more deals, given the fact that rates are at such low levels. shouldn't we be seeing a whole host of deal flow and deal activity? >> we should, and we may. i guess, the opposite side of a coin of a buoyant stock market is higher evaluations and less attractive targets in the public arena. as a stock holder, and i was glad to see blackstone back off from a bid on dell. but, you know, these companies are kind of out of the mainstream. if you're a stock holder, you're actually a unit holder. you get a k-1 form, as if you were a limited partner in almost a hedge fund. the accounting is eccentric, because, well, because gap doesn't quite do these companies justice. so you have to look at this so-called economic net income. and there's this seeming paradox of private equity companies being in the private market. and if private equities are so great, why are they public? there's a lot of bad will, i think, towards these companies, but they offer that thing that is most scarce today in
. the reason that's important because it speaks to competitive environment that is out there. it also will cause questions on the call regarding newer, lower cost devices for emerging markets. is that being baked in or, what's causing particularly 36, 37 in the june quarter. david: when you look at the beat on the unit sales, john, we were expecting 17 to 18 million ipads. they sold 19.5 million ipads. 35 million iphones. they sold 37. isn't that, more significant than perhaps the lower end on the gross margins? >> well i said the gross margins will be the question on the call. david: yeah. >> certainly i think it will be a relief on the unit side both for iphone units and ipad units. you layer that together with the, share owner friendly buyback, dividend, i think stock, all else equal will be performing well tomorrow. liz: the margin issue i think you're absolutely right but what do you think the market will focus on? do you think it really will be that or the fact that not only did they sell so many more ipads and iphones but to see that kind of number move, not to mention you pile
environment even more. i think you have a great, virtuous cycle that's kicking in. >> that cuts to the fundamental question about netflix whether it's growing fast enough to pay for the international expansion and to pay for the content bills that it's rack up. >> if you look in detail at these figures who which you have to still, the loss overseas is $77 million and the negative free cash flow is 42 million, tony. >> there are a couple of things that have gone on in this quarter. one, we do see these improvements in the use of accounts payable which in the cash flow and the u.s. streaming business scale better which should provide more cash flow and the dvd business is not declining as fast and these guys are managing the business pretty well. if i can on the international, it's down, but not down as much assy we expected and the way to think about that is maybe these international markets are getting to profitability sooner than expected and it may not be as big of a drag as people thought going in. they're focusing on traditional valuation in the near-term. i think what the s
in the first quarter. there is not much opportunity in a low yield environment. we're looking low single-digit type returns. maybe mid single at best. i think emd is is one of those opportunities. central banks paused in the first quarter in most markets in emerging market countries. i think the bump in yield we saw in the first quarter is an opportunity. we still think longer term those economies grow faster than developed countries. much less debt relative to the size of the economy. lori: i have to sop you there. we have breaking news. >> that opens up potential easing in the coming months. lori: it is an important part of every once investment portfolio. anthony, thanks. we'll check in with you. >> thank you. melissa: we have more breaking news about those reports that investigators believe they have identified a boston bomb suspect. rich edson is live at the white house with more on this rich, what have you heard? >> here are the details. fox news confirming authorities investigating the boston marathon bodies have an image of a young man carrying and perhaps dropping a bag at the s
of the slow to modest growth environment. interest rates we think will stay pretty low. that overall is a reasonably attractive back drop for companies to deliver okay earnings growth. and so we can take earnings disappointments as long as it's minor. but as you say, it is a gdp and an earnings cliff, then we return to late '07/'08 type markets. we don't think it's going to happen, though. >> jonathan, it's ross here. what would you describe as okay earnings growth? >> well, i mean, okay in the context of the last six to nine months has been earnings estimates coming down week after week after week after week. the aggregate impact of that, though, is that european earnings growth expectations for 2012, remember those numbers are not finalized until we see the full years coming in the first part of this year. analyst expectations started last year around plus 10% and then our minus 3%. that's quite a big shift down when you put that into context of what we saw in 2008 where the earnings estimates went from plus 20 to minus 50%. so we've really seen in the context of previously earning
to make sure it fosters an environment where we can have small, medium and large banks, where we can have community banks that thrive, regional banks that tlooip thrive and large global banks. incidentally, andrew, if you look at the largest 50 banks, only about a half dozen are u.s. banks and incidentally, of the top 20 or 25 banks, our largest is number ten. so in terms of the size of our banks vis-a-vis our overall economy, much smaller than our international fears. >> but what about the idea that it's not just the banks. it's the financial companies, the insurance companies -- >> in addition to banks, we do have insurance companies in the financial services forum. >> there have been a lot of questions raised about all the regulations that were dropped on the banks when some of these other companies, like aig, for example, they were a huge problem and they're not going to be regulated in quite the same way. there's talk about cracking down on the insurer, as well. >> in the case of the nonbank, the group that was created under dodd-frank, the fsoc, is looking to designate a number of t
in an environment where we have large export content. so the world is our market, basical basically, more than europe. >> okay. we'll leave it there. jan erik back. thank you very much. >>> apple will report results today amid the company's free fall in stocks in recent weeks. analysts expect apple will post its year on year decline in a decade. revenue is expected to hit a record but with growth of only on 8% for sales which will be one of the weakest increases in several quarters. the company is hurt by soft demand for the iphone and lower profit margins on the ipad. apple closed about $398 on monday. the stock is down 42% since hitting a record high over $700 in september. so will the company's results leave a sour taste with investors? we'll preview the tech giant's earnings with the editor in about 15 minutes' time. >>> meanwhile, netflix's first quarter profits easily beat forecasts as they reported solid subscriber growth. the company added 2 million new customers for its $8 a month streaming service. the company expects subscriber growth slower in the second quarter, but shares jumped
't replace the wild west environment with a legal situation. >> let me ask another question. techis that the highest end. i'm thinking of a rhode island business that has a high technical level of accomplishment. they don't have a colossal hr department. they work in a particular niche, when they can identify the person they need as the person they need, there may be the person with a skill set like that anywhere to be found. if you need a specific profile in dover, does this give you the capability to reach outnd recrthat person? the concern i ve heard from these businesses ieven iyou have heard from this person and start recruiting them, it creates so much uncertainty and delay and havoc that if they have an international capability, they will go wherever -- to germany, india or china. are you comfortable we can compete with those kind of people where there is a specific person you are looking for? >> i think the bill seeks a number of important steps. is of the points you hit on just by going to brown, the ph going to a hospital. help, ashe numbers long as we avoidniend consequen
Search Results 0 to 23 of about 24